401(k) · DOL Form 5500 · 2022

Kaufman Borgeest & Ryan LLP 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
135
Participants Small participant base
88th
Percentile by assets National rank
$368,952
Avg per participant High balance/head
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Official DOL plan name: Kb&r 401(k) Profit Sharing Plan and Trust · Sponsored by Kaufman Borgeest & Ryan LLP · New York · Professional & Technical Services

$50M in assets, 135 participants

Kaufman Borgeest & Ryan LLP's Kb&r 401(k) Profit Sharing Plan and Trust reported $50M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,196 in Professional & Technical Services (21,562 peers)

Coverage in New York

Kb&r 401(k) Profit Sharing Plan and Trust covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $50M.

#19,196
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kb&r 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Kb&r 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,808,573 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Kb&r 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kb&r 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (135 participants).

DOL schedule card

Filing strip 133951065 · Kaufman Borgeest & Ryan LLP PY 2022 · 401(k)

Kb&r 401(k) Profit Sharing Plan and Trust · $50M · 135 · 88th

  • EOY $50M
  • 5500 135
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Blend Labs, Inc. 401(k) Plan
  • RANK ind #19196

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Kb&r 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Beasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing PlanBeasley, Allen, Crow, Methvi…$50MKb&r 401(k) Profit Sharing Plan and TrustKb&r 401(k) Profit Sharing P…$50MBlend Labs, Inc. 401(k) Plan$50MOrthoconnecticut, PC Employees' 401(k) Profit Sharing PlanOrthoconnecticut, PC Employe…$50MThe Southern Devall Group 401(k) PlanThe Southern Devall Group 40…$50M
End-of-year total assets ($M) among Kb&r 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$50M
Net Income-$12M
Employer EIN133951065
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kaufman Borgeest & Ryan LLP)

Sponsor-wide plan assets over time

All Kaufman Borgeest & Ryan LLP plans reported in each filing year

Latest sponsor-wide plan assets
$61M 22.295740132928522% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.8M $60.9M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 135 $50M
2023 1 120 $55M
2024 1 132 $61M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kb&r 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.049808573 · Participants: 135Kb&r 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Kb&r 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Kb&r 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Kb&r 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blend Labs, Inc. 401(k) Plan in CA ($50M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kb&r 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Kb&r 401(k) Profit Sharing Plan and Trust declined sharply - down 18.9% during 2022, from $61M to $50M. Reported net income was -$12M.
How have Kaufman Borgeest & Ryan LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaufman Borgeest & Ryan LLP's sponsor-wide assets grew 22.3%, from $50M to $61M.
Where does Kb&r 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Kb&r 401(k) Profit Sharing Plan and Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blend Labs, Inc. 401(k) Plan in CA ($50M, 1,815 participants).
Which 401(k) plans cover a similar participant headcount to Kb&r 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133951065.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.